1,055 Financial Advice jobs in Singapore

Financial Services Advisor

Singapore, Singapore beBeeFinancial

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Job Description

We are seeking a highly skilled professional to join our team as a Wealth Planning Manager. As a key member of our organization, you will play a critical role in helping individuals and businesses achieve their financial goals.


About the Role:

  • Provide expert financial advice to clients based on their unique needs and circumstances.
  • Develop and implement customized investment strategies to help clients achieve their financial objectives.
  • Maintain and foster long-lasting relationships with both current and potential clients.
  • Identify new business opportunities and expand our client base through proactive outreach and appointment setting.
  • Respond promptly and professionally to walk-in customer inquiries.

Requirements:

  • Passion for helping others and driving sales growth.
  • Strong communication and interpersonal skills.
  • Ability to work independently and collaboratively as part of a team.
  • Basic knowledge of financial products and services.

Benefits:

  • Competitive salary and attractive incentives.
  • Annual leaves and flexible benefits package.
  • Opportunities for career growth and development.

Location:

Islandwide (Fixed working location nearest to you)

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Financial Services Advisor

Singapore, Singapore beBeeFinancial

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Job Title: Financial Services Advisor


We are seeking a detail-oriented and customer-focused Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for serving retail customers and providing them with personalized banking and financial services based on their needs.


The ideal candidate will have excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment. You will also need to be knowledgeable about various personal banking and financial products and services.


Key Responsibilities:

  • Provide financial planning advice to customers and identify suitable financial solutions offered by us.
  • Serve retail customers and advise them on various personal banking and financial products and services based on their needs.
  • Engage customers through branch banking touch points, tele-appointments, and/or outreach programs.

  • Requirements:

  • A degree in finance, accounting, or a related field is required.
  • Excellent communication and interpersonal skills are essential.
  • You must be able to work well under pressure and meet deadlines.

  • What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

  • We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding role, please submit your application today!

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    Financial Services Assurance

    Singapore, Singapore $80000 - $120000 Y PwC

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    Job Description & Summary

    At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help clients build, accelerate and sustain momentum. Find out more at

    Our Financial Services Assurance Practice works with organisations to strengthen trust and transparency by building, maintaining and providing trust over financial reporting in a fast changing, technology-driven world. As Asia's top financial services practice, our audit approach is at the leading edge of best practice. We draw upon our extensive industry knowledge for our clients including top blue chip companies in the asset management, banking, capital markets, and insurance sectors. We provide our clients with insights, empowered by leading technologies, into marketplace developments and global opportunities.

    Job Description

    We are now seeking for suitable & capable talents with strong Financial Services audit experience to join our Financial Services Assurance team to assist with participating in a broad range of statutory audit assignments for our Banking & Capital Markets clients. Together we can build trust in society and solve important problems.

    Key responsibilities:

    • Involvement in a broad range of statutory audit assignments for our financial services clients
    • Potential involvement in selected advisory assignments which could include providing advice on accounting for complex arrangements and instruments, internal control & risk management reviews, financial due diligence and transactions support (amongst others)

    Requirements:

    • Degree holder in any discipline
    • Professionally qualified preferred
    • Min. 2 years and above of relevant experience with an international public accounting firm, with extensive experience in statutory and regulatory audits of Banking & Capital Markets clients
    • Strong interpersonal, written and verbal communication skills
    • Excellent team working skills

    *Thank you for your interest in developing a career with PwC Singapore. Only shortlisted candidates will be notified due to the high number of applicants for this role.

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    Financial Services Consultant

    Singapore, Singapore $80000 - $120000 Y ET Marketing

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    Job Description

    Roles & Responsibilities

    • To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
    • Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
    • Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
    • Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
    • Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
    • Recommend financial planning strategies to clients to achieve their financial goals and objectives
    • Implement financial planning recommendations to clients or prospective clients

    Requirements

    • Diploma/ Degree holder in any discipline
    • Prior working experience
    • Excellent interpersonal skills and leadership potential

    • M5/M9,M9A,HI are advantage

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    Financial Services Manager

    $80000 - $120000 Y Derek Koh Organisation

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    Job Description

    About the Role

    As a Financial Services Manager, you will play a key leadership role in developing, coaching, and mentoring a team of financial consultants. You will guide them in delivering quality financial advice to clients in areas such as protection, savings, investments, and retirement planning. This role provides opportunities for both leadership development and career advancement within Prudential.

    Key Responsibilities


    • Lead, coach, and mentor a team of financial consultants.


    • Drive performance through goal setting, training, and continuous development.


    • Support financial consultants in delivering professional financial advice to clients.


    • Build and maintain a client base while upholding high standards of professionalism

    and compliance.


    • Stay updated on industry developments, regulatory requirements, and Prudential's

    product offerings.

    What We Offer


    • Structured leadership and management training programs.


    • Access to Prudential's comprehensive suite of financial solutions and digital

    platforms.


    • Opportunities for career progression and recognition within the financial services

    industry.


    • A supportive and collaborative working environment.

    Who We're Looking For


    • Candidates must be at least 21 years old and must possess at least:

    o A full certificate in GCE 'A' Level,

    o International Baccalaureate Diploma qualification,

    o Diploma awarded by a Polytechnic in Singapore,

    or any other academic qualification which is equivalent to the above

    qualifications.


    • Individuals with leadership potential and strong interpersonal skills.


    • Prior experience in financial services, sales, or people management is an advantage.


    • Committed to professional growth and developing others.

    DKO

    A Group of Agency Units of Prudential Assurance Company Singapore

    Approval Code: AT18Sep25YP24

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    Financial Services Consultant

    $60000 - $120000 Y Manulife Financial Advisers

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    Job Description

    Unlock Your Potential with Manulife Financial Advisers - Dunn & Partners

    Are you ready to ignite your career in the financial planning industry and make a real impact? Join our elite team at Manulife Financial Advisers - Dunn & Partners and embark on a journey where your passion for finance meets purpose.

    Why Us?


    • Empower Lives: Become a Financial Consultant and guide individuals and families towards financial security and prosperity, making a meaningful difference in their lives.


    • Limitless Growth: At Dunn & Partners, the sky's the limit for your career. Whether you're a seasoned professional or just starting out, we provide unparalleled opportunities for personal and professional growth through personalized mentorship - to help you discover your distinctive and propel you towards achieving your significance.


    • Supportive Community: Join our close-knit team where collaboration, respect, and mutual success are celebrated. Here, you're not treated like an employee, you're a partner in our journey of success.

    Ready to Transform Lives?

    As a Financial Consultant at Dunn & Partners, your responsibilities include:


    • Crafting personalized financial strategies to meet the unique needs and goals of each client.


    • Providing sound advice on wealth management, retirement planning, and estate planning to empower clients on their financial journey.

    What We're Looking For?


    • Enterprising individuals who are graduating from the Universities to enter the workforce or career switchers with working experience committed to making a difference.


    • To be at least 21 years old for both Singaporean citizens or Permanent Residents with a minimum A level / Diploma qualification or equivalent.


    • CMFAS Modules 5/9/9A/HI are advantageous

    What can you expect?


    • Performance-driven Rewards: Enjoy generous commission and renumeration, and exciting incentives, including opportunities for international travel, as you excel in your role.


    • Industry Recognition: Join the ranks of the elite with prestigious accolades like the Million Dollar Round Table and Titans Club membership.


    • Continuous Learning: Elevate your skills with our comprehensive training and development programs designed to nurture your professional growth.


    • Leadership Pathways: Seize the opportunity to build your own successful agency and mentor a team of driven Financial Consultants.

    Ready To Elevate Your Career?

    Join us at Dunn & Partners and be part of a team committed to shaping a brighter financial future for all. Your success is our priority – let's chart a course to greatness together. Apply now and embark on a rewarding journey with us.

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    Financial Services Intern

    Singapore, Singapore $30000 - $60000 Y ENGAGEHUB PRIVATE LIMITED

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    Job Description

    Future-Proof Your Career in Finance

    This winter, gain real-world financial consultancy experience through an immersive 4-week internship that blends learning, simulation, and mentorship.

    Unlike traditional internships, this programme combines hands-on challenges, executive insights, and a final showcase , giving you an edge as you step into the future of finance.

    Internship Details

    • Duration: 10 Dec 2025 – 3 Jan 2026

    Schedule: Wednesdays, Fridays & Saturdays | 9:00 AM – 2:00 PM (Subjected to PH Adjustments)

    Format: Blended learning + live simulation + final showcase

    Allowance: SGD $600 (upon completion with 100% attendance)

    Extras: Lunch provided

    What You'll Experience
    • Mini-Projects & Practical Challenges – Apply your knowledge to solve real-world scenarios.
    • Live Simulations & Role Plays – Build confidence handling client conversations.
    • Group Collaboration – Work alongside peers to design solutions and present to mentors.
    • Final Showcase / Pitch Day – Present live to industry professionals and receive direct feedback.
    What You'll Learn & Develop
    • General Financial Planning: Understand client needs and concerns through structured case studies.
    • Technical Skills: Financial analysis, market research, and data-driven planning.

    Soft Skills: Pitching, persuasion, and building client trust in a digital-first age.

    Live Case Studies & Role Plays: Train with senior professionals in real-world financial scenarios.
    - Professional Tools: Exposure to modern WealthTech and consultancy platforms.
    - Group Projects & Presentations: Work with peers on strategic solutions and present findings.
    - CMFAS Exam Preparation: Self-study with access to tutors for guidance.

    Programme Highlights
    • Certificate of Completion + LinkedIn Endorsement – Build credibility and professional presence.
    • Full Exposure to Industry Experts – Learn directly from financial advisors, senior executives, and mentors.
    • Networking Opportunities – Connect with peers and mentors who can open future doors.
    • Fast-Track for Future Hiring – Outstanding interns may be shortlisted for mentorship or career opportunities.
    • Professional Certifications – Earn the industry-recognized CMFAS certifications (RES5, M9, M9A, HI).
    • Ongoing Engagement & Mentorship – Continue learning even after the internship ends.
    Who Should Apply?
    • Undergraduates or Fresh Graduates eager to explore a finance career.
    • Minimum Qualification: 'A' Levels or Diploma.
    • Motivated Individuals with strong analytical and communication skills.
    • Minimum age of 21 this year (as required by compliance guideline).
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    Financial Services Consultant

    $60000 - $120000 Y AYO Advisory (agency unit representing HSBC Life)

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    Job Description

    Why join US?

    AYO Advisory is an Agency Unit representing HSBC Life.

    Working at HSBC Life Singapore gives you the prestige and strength of being part of the HSBC Group while tapping into the extensive resources of the HSBC Bank eco-system.

    This unique combination offers you an
    unfair advantage
    over other insurance companies
    , allowing you to leverage the trust, global reach, and client base that HSBC is known for.

    What is in it for you?


    Competitive compensation package ranges from $3,000 to $8,000


    A company laptop provided by HSBC Life


    HSBC Life Yearly Company International Sales Convention (for Top Performers)


    Free leads will be provided within AYO Advisory


    Proven framework and unique sales tracking systems within AYO Advisory


    AYO Advisory Monthly & Quarterly Incentives (for Top performers)


    AYO Advisory Team Bonding Activities


    AYO Advisory Annual Overseas Retreat

    What will you be doing?


    Provide comprehensive financial advice across insurance, investment, retirement education, and estate planning.


    Conduct regular reviews and maintain long-term client relationships.


    Assess clients' financial situations and develop personalized strategies to meet their goals.


    Educate clients on a range of financial products and services.


    Build and maintain strong client relationships through regular communication and follow-ups.


    Stay informed about investment trends, industry trends, regulations, and best practices.

    Make 2025 The Year You Finally Find Your Perfect Agency Fit

    APPLY NOW
    or email us

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    Financial Services Internship

    $24000 - $62400 Y Advisors Alliance Group (AAG)

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    Job Description

    Company

    Advisors Alliance Group

    Designation

    Financial Services Internship

    Date Listed

    28 Jun 2025

    Job Type

    Entry Level / Junior Executive

    Full/PermIntern/TS

    Job Period

    Immediate Start, For At Least 1 Month

    Profession

    Banking / Finance

    Industry

    Finance

    Location Name

    Raffles Place, Singapore

    Address

    Raffles Pl, Singapore

    Map

    Allowance / Remuneration

    $500 - 4,000 monthly

    Company Profile

    Advisors Alliance Group, one of the largest and fastest growing Financial Services Group in Singapore, also the first Financial Services Group in Singapore and whole AIA in 18 countries to achieve the prestigious 100 International Dragon Award (IDA) and consecutive 7 years 100 IDA Group.

    Guided by the vision, mission, and values, Advisors Alliance Group is in constant pursuit of achieving world-class standards in instructional practice, operating system, culture, philosophies and most importantly bringing valued service to the clients. The organisation believe in impacting lives and always bringing people from where they are today to places they have never been.

    Over the years, Advisors Alliance Group has built deep roots within the major varsities in Singapore, namely NUS, NTU and SMU, and pioneered the Entrepreneur Internship Programme that has been conducted annually since 2002.

    Advisors Alliance Group have also adopted a secondary focus to give back to society, through the Goldencare Project, Volunteer Work, Charity, Community Work, and AACares Fund, in collaboration with North West CDC.

    Job Description

    OBJECTIVE

    • Expose the interns to the financial services sector.
    • Create a leadership experience and opportunity for our Management Associate position.

    AREAS OF STUDY

    • The Career Options in the Financial Services Industry
    • Wealth Management – Retirement, Wealth Expansion/Preservation
    • Risk Management – Corporate/Individual Risk Calculation
    • Credit Cards and Credit Management
    • Financial Portfolio Design and Architect
    • Sales and Marketing Concepts
    • Business Management & Principles of Entrepreneurship
    • One to one mentorship by award winning mentors

    Application Instructions

    Please apply for this position by submitting your text CV with photo using InternSG.

    Kindly note that only shortlisted candidates will be notified.

    Apply for this position

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    Financial Services Consultant

    $3000 - $42000 Y AIA Singapore Private Limited - Tay Meng Chuan

    Posted today

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    Job Description

    Job responsibilities:

    • Provide professional financial advisory services to our clientele.
    • Analyze and manage our client's financial portfolio
    • Developing & maintaining long term relationship with the clients.
    • Grow and protect their assets through sales and marketing of the company's range of products.

    Job requirements:

    • Minimum full certificate in GCE "A" level

      (3 passes in H2 subjects and 2 passes in

      H1 subjects), or
    • Diploma awarded by a polytechnic in

      Singapore, or
    • International Baccalaureate Diploma

      qualification, or
    • Any other academic qualification which is

      equivalent to the qualifications above
    • No experience required, Entry level

    Job Types: 

    Full-time, Entry level job

    Salary: 

    $2,700 - $3,500 per month

    Benefits:

    • Performance-based incentives such as allowance, commission and overseas trips
    • Industry and company recognition, e.g., Million Dollar Round Table and Top Financial Services Consultants Award
    • Continuous professional development through a comprehensive training and development programme
    • Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants
    • Additional leave
    • Flexible schedule

    Supplemental pay types:

    • Commission pay
    • Performance bonus
    • Retention bonus
    • Yearly bonus

    Work Location: Onsite, Tampines, East region

    Possible to convert to remote

    SP-TMC- Steve Tay Group

    Authorized representative of AIA Singapore(Reg No R)

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